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Abhishek Kothari

Abhishek kothari

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location of Abhishek KothariMumbai, Maharashtra, India
Phone number of Abhishek KothariView Mobile No.
Followers of Abhishek Kothari7000 followers

  • Timeline

  • About me

    CFA & MBA || Product Management || Solution Provider (Broking & NBFC) || Structured Products

  • Education

    • The institute of chartered financial analysts

      -
      Advance diploma; adf finance

    • M.l.dahanukar college of commerce and management

      -
      B.com

      Activities and Societies: Joint Secretary of Planning Forum, Student representative in MANCOM, Debate team,

    • The institute of chartered financial analysts

      -
      Diploma business finance

    • L.p.s

      -
      12th

      Activities and Societies: House Captain, Inter School Debate Winner, Science Quiz winner, Merit in Maths Olympiad, Merit in Maths Talent India Exam, written plays for School function

    • Icfai

      2004 - 2007
      Cfa finance and banking

      All India Merit in 3 subjects.Clear with distinction marks.

    • Indian institute of planning and management

      2007 - 2009
      Mba finance and marketing a+ (topper)

      Activities and Societies: Genius 40 member. Gold Medal in all 5 Trisems.Academic excellence in Risk Management, Derivatives & hedging, Financial Management and financial modeling & valuation.

    • Icfai university

      -
      Chartered financial analyst

    • National university of singapore

      -
      Investment banking certificate investment banking

  • Experience

    • Dreamax

      May 2009 - May 2010
      Project manager

      DeliverablesWorking on a residential group housing project in Jhotwara, commercial mall cum office project in Sikar and Integrated township project in Bhilwara.Managing financial planning, budgeting and Strategic Planning and Decision Making.Assessing Financial Viability and feasibility the Proposed Projects.Completing Operational handling of Real Estate Projects. Handling projects related to cash flow management and attaining funds for the projects. Adhering to relevant legislation.HighlightsHandling 500 Cr. Integrated Township Project at Bhilwara.Arranged debt financing for residential Project at Jhotwara Analyzing Financial Viabilities and feasibilities of available proposals and assisting Directors in Decision making regarding Acceptance or refusal of proposals. Show less

    • Anand rathi group

      Jan 2011 - Sept 2014
      Manager

      Risk monitoring and Management at Client, Branch and Regional Level. Evaluating funding proposals with feasibility and viability analysis. Evaluating of Structure Product (MLD) from Costing and Feasibility point of view. Operational management of Structure products. Analyzing Client's Eligibility to provide additional exposures. Coordinating with Banks and Financers for Funds requirement and Collateral Management. Fund Channelizing to Client as per requirement and eligibility. Assisting HOD in Finalization of list of Approved Securities for Funding and Applicable Hair-cut rate. Show less

    • Rbs business services pvt ltd

      Oct 2014 - Feb 2015
      Risk manager

      Deliverables Conducting Risk assessment and Control Analysis of team under GA. Conducting GAP analysis of policies applicable and ensuring control mechanism in place. Assisting Line manager in conducting monthly Risk Boards Highlights Has worked closely with custom Indices team for ESMA-EBA compliance. Assisting off shore team in providing Certificate of Compliance as calculation agent to on shore RBS plc by assessing controls and evaluating existing processes. Show less

    • Choice international limited

      Feb 2015 - Oct 2016
      Assistant vice president

      Handling Designing, Issuance, Operational Handling and Marketing of Structured Products. (Issuance Approval INR 500 Cr)Coordinating with concern parties (RTA, Trustees, Depositories, Bankers and RMs) with reference to Issuance of Structured Products.Assisting RMs in Marketing and pitching Financial products to clients.Assisting Management in decision making pertaining to Structured and Financial Products.Handling Wealth Management Division.Handling Insurance and Cross-Sell Division.Handling NBFC Division.Software implementation and Automation in Wealth Management (Back office Management and Front End Client Interface) Show less

    • Anand rathi group

      Nov 2016 - Nov 2019
      Assistant vice president

      Currently handling INR 2000 Crs Structure Products. F&O segment Margin and Collateral Management of entire Broking worth INR 2000 Crs.Dynamic Delta Hedging and costing valuation of Financial Investment Products (Equity and Debt Structure Products).Short term Treasury Management. Monitoring cash flow for reviewing the cash position and forecast funds required for numerous exposures.Valuation and Feasibility modeling at enterprise level

    • Abans holdings

      Nov 2019 - Jun 2020
      Dvp

    • Angel one

      Jun 2020 - now
      Head - process excellence and business communication

  • Licenses & Certifications

    • Nism - mutual fund

      Nse it
      Dec 2015

    • Investment banking for national university of singapore

      National university of singapore

    • Python

      Rajesh patkar institute of software engineering private limited

    • Certified financial goal planner

      Aafm® (india)
      Jul 2015

  • Volunteer Experience

    • Joint Secretary of Planning Forum

      Issued by M.L. Dahanukar College on Jan 2003
      M.L. Dahanukar CollegeAssociated with Abhishek Kothari